EQ Guides

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Investing successfully is difficult and time consuming. In this guide EQ illustrates some simple errors made by many investors that can have a big impact on returns.
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These portfolios are created for clients who are uncomfortable with the the sharp swings that occur in stockmarket values but seek the potential for higher returns than available from investing in cash and government bonds.
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The Enterprise Investment Scheme (EIS) was initiated by the UK Government in 1993 in an attempt to promote funding for small private companies. It offers a host of attractive tax incentives, including 30% upfront Income Tax relief and the ability to defer tax on a capital gain.
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Our quarterly update focuses on specific investments made by the funds within the Positive Impact Portfolios. As well as avoiding harmful investments, we continually seek to find funds which aim to make a positive contribution to society or the environment, alongside an attractive financial return.
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EQ is a Chartered Financial Planning firm able to offer a wide range of services to private clients including tax optimisation, retirement income planning and estate planning
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Children today are facing a perfect storm of financial adversity as a result of sky high property prices, steep higher education costs and likely lower investment returns.
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A full breakdown of EQ's range of investment services, including specialist portfolios such as Absolute Return and Positive Impact
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EQ's Low Cost Portfolios are built mainly from passively managed tracker funds and so offer the benefit of low charges and high confidence of replicating index returns.
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EQ Positive Impact Portfolios are a unique way for private clients to invest in companies that are doing good without damaging your investment returns.
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This guide explains how planning ahead of time can provide for – and in most cases reduce – the amount of tax that is ultimately due on your estate.
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When it comes to money, it is fairly easy to get so entangled in the jargon that you lose sight of basic sound financial planning principles. This guide provides some pointers on important steps to take, and a few pitfalls to avoid, along the road to a healthy financial future.
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If you're around 40 years old and thinking about your financial future, then this guide is for you! We often find this is an age when people start thinking seriously about their retirement options, and may reach out to a financial adviser for the first time.
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EQ has co-sponsored 'The Guide to Hipster Money' - a great initiative to boost the financial health of young people today.
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Venture Capital Trusts offer a host of attractive tax incentives, including 30% Income Tax relief and tax free dividends